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Showing 581 - 590 of 9266 results for "wealth"

Ironbark acquires family office firm

ELIZA BAVIN  |  FRIDAY, 30 MAY 2025
Ironbark Investment Partners has expanded its private wealth business with the acquisition of Mercury Private, a Sydney-based high-net-worth and family office firm. Established in May 2015, Mercury offers a range of financial services from investment ...

Apostle Fund adds two staffers

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... those of external global partners. Additionally, he serves as an investment specialist, engaging with institutional and wealth clients on investment strategy, performance and outlook. Before Apostle, Lane held roles at BlackRock and Willis Towers Watson ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
... planning," Smith said. The research found that advised SMSFs are more likely to report advice gaps around intergenerational wealth transfers (29%) and estate planning (37%), while newly established SMSFs are far more focused on tax minimisation (37%) ...

La Trobe debuts first ASX-listed investment product

ANDREW MCKEAN  |  TUESDAY, 27 MAY 2025
... and will remain committed to helping Australians by continuing to provide new and thoughtful ways for them to grow their wealth. Today is another step on that journey," Andrews said. The La Trobe Private Credit Fund (ASX: LF1) is a diversified private ...

'Going corporate' key to family business success: KPMG

ELIZA BAVIN  |  TUESDAY, 27 MAY 2025
... KPMG said. KPMG Enterprise Family Business global head Robyn Langsford said the study highlighted the massive transfer of wealth in Australia which will take place over the next 15 years. Family Business Australia estimated this will total $1.1 trillion ...

AMP super class action finally hits court

JAMIE WILLIAMSON  |  TUESDAY, 27 MAY 2025
... Business Rollover Section Tailored Super Tailored Super Rollover Plan The initial claims also covered platform funds, being Wealth Personal Superannuation and Pension Fund and The Retirement Plan, and legacy products which were closed to new members ...

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
Australian investors show a greater willingness to stay with their wealth provider than their global counterparts, according to the 2025 EY Global Wealth Research Report. However, despite this relative loyalty, more than one in five investors still ...

Super tax debate suffocates action for low-income Australians

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
As politicians, industry groups, and financial experts spar over the $3 million super tax, which will only affect a fraction of Australians, another critical problem is being ignored. The "vast majority" of people under 30 will never have more than ...

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
... associated fees, and the total amount paid for the acquisition. As Centrepoint finalised its acquisition timetable, Australian Wealth Advisors Group became a substantial holder with a 15.1% stake, holding over 30 million shares. On the same day, COG ...

Super moves: Future Fund, WTW

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... Sydney office continues to grow with Edwina Matthew and Anish Gupta joining the organisation. Australia's sovereign wealth fund said Matthew comes on board as director of responsible Investment. Before joining the Future Fund, she was investment ...